Investment Banking Specialist Jobs in Wisconsin

An Investment Banking Specialist in the finance industry operates as a bridge between investors and organizations, governments, or other entities that need capital. They assist clients in raising funds in the capital markets, provide strategic advisory services for mergers, acquisitions, and other types of financial transactions, and offer institutional sales and trading services. They are crucial in providing expertise and advice to clients in evaluating, structuring, and negotiating transactions. This role entails a high level of financial analysis, assessment of financial reports, market trends, and industry competition. Moreover, they are often involved in project and deal management activities.

Key skills for an Investment Banking Specialist include a solid understanding of financial modeling and valuation, strong analytical and problem-solving skills, exceptional communication and presentation skills, and the ability to work in a high-pressure, fast-paced environment. Certifications such as the Chartered Financial Analyst (CFA) or Series 7 and 63 licensing can be advantageous. Prior to becoming an Investment Banking Specialist, individuals might have roles such as Investment Banking Analyst, Associate, or even roles within Corporate Finance or Equity Research divisions.

1-15 of 19 Jobs

Capital Markets Analyst

  • Hartland, WI
  • 23 hours ago
  • Hartland, WI
  • 23 hours ago

modeling skills including thorough knowledge of Excel, and ARGUS a plus Proficiency in MS Outlook and Word, ability to learn Salesforce and other company software as needed Proven written and oral...

Investment Analyst Private Debt Equity

  • Milwaukee, WI
  • 2 days ago
  • Milwaukee, WI
  • 2 days ago

JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Northwestern Mutual Capital (NMC) is a committed...

Assistant Director Investment Products

  • Milwaukee, WI
  • 4 days ago
  • Milwaukee, WI
  • 4 days ago

JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Northwestern Mutual is a diverse, challenging,...

Investment Consultant

  • Grafton, WI
  • 4 days ago
  • Grafton, WI
  • 4 days ago

North Shore Bank\'s Investment Consultants providesales and consultation services for mutual funds, variable annuities,securities, and other investment vehicles to our customers....

Senior Capital Markets Analyst

  • Madison, WI
  • 6 days ago
  • Madison, WI
  • 6 days ago

Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....

Remote Work

Investment Analyst Intern - Private Debt & Equity, Summer 2026

  • Wauwatosa, WI
  • 6 days ago
  • Wauwatosa, WI
  • 6 days ago

Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...

Investment Analyst Intern - Private Debt & Equity, Summer 2026

  • Milwaukee, WI
  • 8 days ago
  • Milwaukee, WI
  • 8 days ago

Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...

Assistant Director, Investment Products - Retirement Plan Services

  • Wauwatosa, WI
  • 8 days ago
  • Wauwatosa, WI
  • 8 days ago

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual is a diverse, challenging, and fast-paced...

Director of Investment Portfolio Management, Corporate Development

  • Madison, WI
  • 9 days ago
  • Madison, WI
  • 9 days ago

models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....

Fixed Income Investment Analyst

  • Green Bay, WI
  • 10 days ago
  • Green Bay, WI
  • 10 days ago

JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on theprinciples of community banking, putting the needs of our customers atthe forefront of our decision-making. Our Core Values...

Assistant Director, Investment Products - Retirement Plan Services

  • Milwaukee, WI
  • 10 days ago
  • Milwaukee, WI
  • 10 days ago

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual is a diverse, challenging, and fast-paced...

Investment Consultant

  • Hartford, WI
  • 10 days ago
  • Hartford, WI
  • 10 days ago

Investment Consultant MassMutual Hartford, United States Posted 23 hours ago Permanent Competitive Investment Consultant MassMutual Hartford, United States Investment Consultant Investment...

WM Investment Specialist Assistant 3

  • Milwaukee, WI
  • 14 days ago
  • Milwaukee, WI
  • 14 days ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...

Investment Consultant- Madison, WI

  • Middleton, WI
  • 19 days ago
  • Middleton, WI
  • 19 days ago

Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...

Investment Consultant

  • Brookfield, WI
  • 23 days ago
  • Brookfield, WI
  • 23 days ago

North Shore Bank\'s Investment Consultants providesales and consultation services for mutual funds, variable annuities,securities, and other investment vehicles to our customers....

Demographic Data for Wisconsin

Moving to Wisconsin? Find some basic demographic data about Wisconsin below.


Local
National
5,893,722
141,683

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...

Title Synonyms

Users interested in this job title also searched for the following job title


Salary for Investment Banking Specialist Jobs in Wisconsin

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Specialist positions.



Highest Education Level

Investment Banking Specialists in Wisconsin offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.6%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


Other Career Titles

Here are some other career titles that require similar skills



Investment Banking Specialist Related Career Advice Articles

close up of a financial chart with finance professionals meeting in the background
5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.

Read article »
team of finance professionals reviewing documents
Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.

Read article »
Certified Financial Advisor discussing investment opportunities with clients
Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.

Read article »